软件ETF（515230）涨超1.6%，近10日净流入超28亿元，海外多模态有望在2026年进一步迭代

Group 1 - The software ETF (515230) rose over 1.6%, with a net inflow of over 2.8 billion yuan in the past 10 days, indicating strong investor interest [1] - Multi-modal technology is expected to be a key factor in AI applications by 2026, benefiting primarily AI video and robotics/autonomous driving sectors [1] - In the AI video sector, advancements such as the resolution of physical consistency issues with Sora2 and Veo3 are expected to accelerate development, with a generative environment anticipated by Q4 2025 [1] Group 2 - The software index (H30202) tracked by the software ETF reflects the overall performance of publicly listed companies in the software industry, focusing on system software, application software development, and related services [1] - The index emphasizes the information technology sector, characterized by high growth potential and innovation [1] - Long-term prospects for AI video based on multi-modal technology are expected to provide rich "spiritual nourishment" for humanity [1]